FCA Pauses SDR Extension to Portfolio Managers Due to Industry Concerns
By EsqSocial Corporation 08/05/25
The UK's Financial Conduct Authority (FCA) launched a consultation in April 2024 to explore whether the existing Sustainability Disclosure Requirements (SDR) framework – introduced for asset managers in November 2023 – should be extended to firms offering portfolio management services, particularly wealth management services for individuals and model portfolios for retail investors. On 30 April 2025, the FCA announced that its plans to issue a Policy Statement extending this framework had been...
By: Ropes & Gray LLP